Compare · 3 funds side by side · dividends reinvested

MDYG, IJH and VOO

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$17,749VOO · best of the three

02 / 04

MDYG, IJH and VOO, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Core S&P Mid-Cap ETFUS Stock Styles · Mid cap0.05%1.22%+13.2%+15.7%+18.5%+7.4%−8.8%15.0%$125B1.6

Vanguard S&P 500 ETFLow-Cost Core · S&P 5000.03%1.07%+11.5%+11.9%+24.1%+12.2%−8.9%12.7%$1.00T1.8

State Street SPDR S&P 400 Mid Cap Growth ETFUS Stock Styles · Mid cap0.15%0.67%+13.6%+14.7%+18.2%+6.4%−10.2%17.8%$2.8B2.6

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: MDYG 2005 · IJH 2000 · VOO 2010

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR S&P 400 Mid Cap Growth ETF · $2.8B$13,636

MDYG

IJH

iShares Core S&P Mid-Cap ETF · $125B$14,303

$10,000 five years ago, dividends reinvested · they hold 64.1% in common

MDYGMeasureIJH

+13.6%Year to dateJan 1 → Nov 3+13.2%

+14.7%1 yearTotal return+15.7%

+18.2%3 years · per year$10,000 became $16,532 · $16,625+18.5%

+6.4%5 years · per year$10,000 became $13,636 · $14,303+7.4%

0.15%Expense ratio$15 · $5 a year on $10k · lower is better0.05%

0.67%Trailing 12-mo yield$67 · $122 a year on $10k1.22%

−10.2%Worst dropSmaller is better−8.8%

17.8%VolatilityLower is calmer15.0%

MDYGIJH Winner of the row, in its colourEach row: the bigger of the two fills its side

1–7IJH wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

MDYG vs IJH: Top 5 Holdings

Today

MDYG

7.7%in top 5

IJH

in top 53.9%

MDYGStockIJH

2.1%OKTA1.0%

1.5%FTI0.8%

1.5%UTHR0.7%

1.4%ATI0.7%

1.3%NVTnot top 5

not top 5ENTG0.7%

Held in common64.1%

End-of-day Nov 3, 2026 · share of each fund

MDYG vs IJH Returns, Every Period

SPDRMDYG

+6.4%

5 years, per year

IJHiShares

+7.4%

5 years, per year

MDYGIJHFaded: behind in that period

1–3IJH wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

MDYG vs IJH

YTD

SPDRMDYG

+13.6%

IJHiShares

+13.2%

+13.6%Year to date+13.2%

−10.2%Worst drop · 1Y−8.8%

17.8%Volatility · 1Y15.0%

0.7%Yield1.2%

$2.8BAssets$125B

3–1IJH wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: MDYG, IJH, VOO

Today

0.03%lowest, VOO

FundExpense ratioFee$10k

VOO0.03%$3

IJH0.05%$5

MDYG0.15%$15

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: MDYG, IJH, VOO

1.22%highest, IJH

FundTrailing yieldYield$10k

IJH1.22%$122

VOO1.07%$107

MDYG0.67%$67

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$117most kept, IJH

IJH$122 − $5 = $117

VOO$107 − $3 = $104

MDYG$67 − $15 = $52

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: MDYG, IJH, VOO

Today

64.1%most shared, MDYG and IJH

MDYGIJHVOO

MDYG—64.1%0.0%

IJH64.1%—0.1%

VOO0.0%0.1%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+15.7%IJH, at 15.0% volatility

VOOWorst drop−8.9%12.7% vol

IJHWorst drop−8.8%15.0% vol

MDYGWorst drop−10.2%17.8% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

IJHMDYG

+13.2%Year to date+13.6%

1.2%Yield0.7%

+15.7%Past year+14.7%

0.05%Fee0.15%

3–1IJH wins

End-of-day Nov 3, 2026

Popular Pairs Near These Three

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

VOO vs IVV

YTD

VanguardVOO

+11.5%

IVViShares

+11.6%

+11.5%Year to date+11.6%

1.1%Yield1.1%

$1.00TAssets$872B

1–0IVV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026